+161.5%
SLV vs AUR
-36.2%
+197.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.6% | -2.7% | -5.1% |
| 7D | -5.0% | +0.2% | -5.2% | -5.0% |
| 30D | -1.8% | -8.9% | +7.1% | -1.2% |
| 3M | -0.3% | +4.6% | -4.9% | -0.8% |
| 6M | -28.2% | +44.9% | -73.1% | -30.0% |
| YTD | -10.7% | +64.8% | -75.6% | -13.4% |
| 1Y | +53.7% | +16.4% | +37.3% | +51.1% |
| 3Y | +173.7% | +85.1% | +88.6% | +156.2% |
| 5Y | +161.5% | -36.1% | +197.6% | +133.8% |
| All | +161.5% | -36.2% | +197.7% | +133.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AUR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling